Markets Eye Tech Earnings and October Jobs Report This Week
Yahoo Finance ·
Wall Street faces another packed week featuring major corporate earnings, crucial macroeconomic data, and central bank commentary. Apple and Palantir kick off the heavy reporting schedule on Monday after the closing bell, followed by Advanced Micro Devices and Super Micro Computer on Tuesday. Additional earnings highlights include Uber, Shopify, Pfizer, and Moderna. Apple is projected to post revenue of $113.27 billion with an EPS of $1.98, while Palantir expects revenue of $2.18 billion and an EPS of $0.41. AMD anticipates revenue of $13.1 billion and an EPS of $1.94, and Super Micro Computer looks toward revenue of $16.26 billion with an EPS of $1.23. The week culminates with the October jobs report from the Bureau of Labor Statistics on Friday, alongside scheduled speeches from Federal Reserve officials including Cleveland Fed President Beth Hammack and St. Louis Fed President Alberto Musalem, offering further insights into future monetary policy direction.
AI 시장 분석
This week's market awaits earnings releases from major tech companies like Apple, PLTR, and AMD, alongside the release of the October employment report. Investors are closely watching key indicators to gauge corporate AI-related spending outlooks and the Federal Reserve's monetary policy direction. Amid high market volatility, these economic indicators and earnings results will serve as crucial catalysts determining the direction of risky assets.
상승 영향
- AI — Earnings releases from major big tech companies like Apple, AMD, and Palantir are expected to confirm AI-related spending and demand, strengthening upside momentum for related tech stocks.
- Growth Stocks — Expected solid earnings from major companies and signs of a gradual labor market slowdown could improve investor sentiment toward risky assets, driving tech-focused indexes like QQQ.
하락 영향
- Bonds — Uncertainty surrounding the interest rate path, driven by potential hawkish remarks from Fed officials and employment data volatility, is putting downward pressure on long-term Treasury prices such as TLT.
DYAX 전담 분석
This week's market direction will be driven by earnings from mega-cap tech stocks, including Apple's expected EPS of $1.98 and revenue of $113.2 billion, as well as the employment report, which is projected to show 55,000 new jobs added. Rate cut expectations may be reprised alongside comments from Fed officials.
While strong earnings combined with a cooling labor market could sustain momentum in growth and AI-related sectors, an employment surprise raising tightening concerns could trigger rising bond yields and a market correction, making the guidance of major companies and employment data releases critical to watch.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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